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Fred David Littlejohn

LITTLEJOHN FINANCIAL SERVICES, INC·ROSEBURG, Oregon
Unclaimed Profile
2435 NW KLINE ST., ROSEBURG, OR 97471CRD# 4322183Firm CRD# 155113
01

About

Fred David Littlejohn is a registered financial advisor based in ROSEBURG, Oregon, affiliated with LITTLEJOHN FINANCIAL SERVICES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LITTLEJOHN FINANCIAL SERVICES, INC
LITTLEJOHN FINANCIAL SERVICES INC
AUM
$130M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LITTLEJOHN FINANCIAL SERVICES, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4322183
Firm CRD# 155113
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Fred David Littlejohn offer?
Fred David Littlejohn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROSEBURG, Oregon for a consultation.
What are Fred David Littlejohn's credentials?
Fred David Littlejohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fred David Littlejohn located?
Fred David Littlejohn is based in ROSEBURG, Oregon, working with LITTLEJOHN FINANCIAL SERVICES, INC. Their office serves clients in the ROSEBURG metropolitan area and surrounding communities.
How does Fred David Littlejohn charge for services?
Fred David Littlejohn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LITTLEJOHN FINANCIAL SERVICES, INC?
LITTLEJOHN FINANCIAL SERVICES, INC has approximately 7 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROSEBURG
Kimberly Sue Friel — ORCA INVESTMENT MANAGEMENT, LLCKerwin Luther Doughton — ORCA INVESTMENT MANAGEMENT, LLCShawn Patrick Willard — ORCA INVESTMENT MANAGEMENT, LLCRoger Keith Thomas — ORCA INVESTMENT MANAGEMENT, LLCWilliam George Barham — ORCA INVESTMENT MANAGEMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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